[Farmmarketnews] Wednesday Ontario Commodity Report & Ahmed Chilmeran Grain Commentary

Farm Market News - Ontario Commodity Report farmmarketnews at lists.sentex.ca
Wed Jan 30 16:07:39 EST 2013


FARM MARKET NEWS - ONTARIO COMMODITY REPORT FOR Wed, January 30
(All Bases in CAD)
Bank of Canada Noon exchange rate was 1.0033 up 0.0004
Chicago corn closed slightly to moderately higher.

      MAR13   HI 7.41                         DEC13    HI 5.93
             LOW 7.25  1/2                            LOW 5.86
            CLOSE7.40  1/4  Up 10 3/4               CLOSE 5.93   Up 6

            OLD CROP BASIS                          NEW CROP BASIS
Location    Spot   1mt   2mt   3mt  Adj $/bu   $/mt Cntrct  Adj   $/bu   $/mt
ELEVATORS        +MAR13+MAR13+MAY13
CK Low      -0.60                        6.80 267.80 -0.75         5.18 203.93
CK High     -0.55                        6.85 269.77 -0.70         5.23 205.90
CK Avg      -0.58                  -0.60 6.82 268.46 -0.74 -0.77   5.19 204.26
Essex Cty   -0.55                        6.85 269.77 -0.75         5.18 203.93
Mdsx Low    -0.60                        6.80 267.80 -0.75         5.18 203.93
Mdsx High   -0.60                        6.80 267.80 -0.75         5.18 203.93
Mdsx Avg    -0.60                  -0.62 6.80 267.80 -0.75 -0.78   5.18 203.93
Hensall     -0.60                        6.80 267.80 -0.73         5.21 204.91
Bruce       -0.60                        6.80 267.80 -0.75         5.18 203.93
Putnam      -0.60                        6.80 267.80 -0.75         5.18 203.93
Burford     -0.60                        6.80 267.80 -0.75         5.18 203.93
Port Perry  -0.60                        6.80 267.80 -0.75         5.18 203.93
Norfolk     -0.55                        6.85 269.77 -0.75         5.18 203.93
Palmerston  -0.60                        6.80 267.80 -0.70         5.23 205.90
Varna       -0.60                        6.80 267.80 -0.70         5.23 205.90
Trenton     -0.60                        6.80 267.80 -0.70         5.23 205.90
Winchester  -0.30                        7.10 279.61 -0.60         5.33 209.83
North Gower -0.71                        6.69 263.47 -0.69         5.24 206.29
Huron FOB   -0.45                        6.95 273.71 -0.65         5.28 207.86
Kent FOB    -0.55                        6.85 269.77 -0.75         5.18 203.93
Lamb FOB    -0.55                        6.85 269.77 -0.75         5.18 203.93
Mdsx FOB    -0.60 -0.55 -0.50N/A         6.80 267.80 -0.70         5.23 205.90
FOB SW Que  -0.40                        7.00 275.68 -0.45         5.48 215.74
Track       -0.20                        7.20 283.55N/A
PROCESSORS
Chat-Eth    N/A  N/A   N/A   N/A                    N/A
Jhnstwn-Eth N/A  N/A   N/A   N/A                    N/A
Aylmer-Eth  N/A  N/A   N/A    -0.40                   N/A
Sarn-Eth    -0.30 -0.30 -0.30 -0.20      7.10 279.61N/A
Cllngwd-Eth N/A  N/A   N/A   N/A                     N/A*
London-Ing  N/A  N/A   N/A   N/A                     -0.55         5.38 211.80
Pt.Colb-Ing N/A  N/A   N/A   N/A                     -0.50         5.43 213.77
Cardnl-Ing  N/A  N/A   N/A   N/A                     -0.45         5.48 215.74
W O Feed    -0.21                  -0.21 7.19 283.16

US Rep       0.40                   0.40 7.80 307.17
Toledo El.   0.13                        7.53 296.56 -0.28         5.65 222.38

TRANSFER
Sarnia      N/A                                     N/A
Pt. Stanley -0.55                        6.85 269.77 -0.75         5.18204
Hamilton    -0.50                        6.90271 3/4 -0.55         5.38211 4/5

MID SD CRN  -0.57   1/2                  6.82 3/4
HI SD CRN   -0.55                        6.85 1/4
*Wet Bid


Bank of Canada Noon exchange rate was 1.0033 up 0.0004
Chicago soybeans closed moderately higher to higher.

       MAR13   HI 14.81  3/4          NOV13    HI 13.37
              LOW 14.47                       LOW 13.09
             CLOSE14.78  3/4  Up 27         CLOSE 13.32  3/4  Up 20

             OLD CROP                             NEW CROP
Location     Basis 1mt  2mt  3mt Adj.  $/bu  $/mt BasisAdj.  $/bu  $/mt
ELEVATORS         +MAR1+MAR1+MAY13
CK Low       -0.49                    14.30 525.34-0.80     12.53 460.31
CK High      -0.39                    14.40 529.02-0.70     12.63 463.98
CK Average   -0.44               -0.4814.35 527.24-0.75-0.8212.57 462.02
Essex Cty    -0.33                    14.46 531.22-0.59     12.74 468.02
Mdsx Low     -0.45                    14.34 526.81-0.75     12.58 462.14
Mdsx High    -0.40                    14.39 528.65-0.74     12.59 462.51
Mdsx Average -0.43               -0.4714.36 527.73-0.75-0.8112.58 462.33
Hensall      -0.40                    14.39 528.65-0.70     12.63 463.98
Bruce        -0.40                    14.39 528.65-0.75     12.58 462.14
Putnam       -0.40                    14.39 528.65-0.80     12.53 460.31
Burford      -0.45                    14.34 526.81-0.74     12.59 462.51
Port Perry   -0.48                    14.31 525.71-0.77     12.56 461.41
Norfolk      -0.39                    14.40 529.02-0.69     12.64 464.35
Palmerston   -0.40                    14.39 528.65-0.65     12.68 465.82
Varna        -0.40                    14.39 528.65-0.65     12.68 465.82
Trenton      -0.40                    14.39 528.65-0.75     12.58 462.14
Winchester   -0.30                    14.49 532.32-0.60     12.73 467.66
North Gower  -0.56                    14.23 522.77-0.71     12.62 463.61
Huron FOB    -0.25                    14.54 534.16-0.55     12.78 469.49
Kent FOB     -0.39                    14.40 529.02-0.74     12.59 462.51
Lambton FOB  -0.39                    14.40 529.02-0.74     12.59 462.51
Middlesex FOB-0.32-0.32-0.24 N/A      14.47 531.59-0.57     12.76 468.76

PROCESSORS
Hamilton     -0.050.00 0.05 0.10      14.74 541.51-0.25     13.08 480.52
Windsor      -0.11-0.10-0.09 N/A      14.68 539.31-0.36     12.97 476.47
Winchester    N/A                                  N/A

TRANSFER
Hamilton     -0.14 N/A  N/A  N/A      14.65 538.20-0.26     13.07 480.15
Pt. Stanley   N/A                                  N/A
Sarnia        N/A                                  N/A
Owen Sound    N/A                                  N/A
Sorel QC     0.25                     15.04 552.530.15      13.48 495.21

Toledo El.   0.06                     14.85 545.56-0.33     13.00 477.52


Bank of Canada Noon exchange rate was 1.0033 up 0.0004
Chicago wheat closed slightly higher.
MAR13      HI         7.89              JUL13   HI         8.02
           LOW    7.71  3/4                     LOW     7.86  1/2
           CLOSE  7.87   Up 10                  CLOSE   8.00  1/4  Up 9

Minni wheat closed slightly higher.
MAR13      HI     8.72  3/4             SEP13   HI         8.93
           LOW        8.58                      LOW        8.81
           CLOSE  8.69   Up 8                   CLOSE   8.90  1/2  Up 8

GFO Cash Wheat Prices - DEL Terminal
Current Crop 12   Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                -0.53         -0.33           -0.68         -0.88
CAD $/bu              7.34          7.54            7.19          7.81
CAD $/tonne         269.69        277.06          264.17        287.01


Direct MarkHarvest 2012                 Harvest 2013
           DELIVERED BASIS              DELIVERED BASIS
Location   SWW(C) HRW(C)  SRW(C) HRS(M) SWW(C)  HRW(C)  SRW(C) HRS(M)
ELEVATORS
Brgssvll     N/A    N/A    -0.75   N/A    N/A    -0.95   -1.05   N/A
London      -0.76  -0.76   -0.91   N/A   -0.81   -0.86   -1.11   N/A
Hensall     -0.60   N/A    -0.75   N/A   -0.55    N/A    -1.00   N/A
Trenton      N/A    N/A     N/A    N/A    N/A     N/A    -1.30   N/A
Winchester   N/A    N/A     N/A    N/A    N/A     N/A     N/A   -0.90
Essex        N/A    N/A    -0.98   N/A    N/A     N/A    -1.16   N/A
Norwich     -0.60   N/A    -0.75   N/A   -0.55    N/A    -1.00   N/A
Mt. Elgin    N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Kent Bridge -0.65   N/A    -0.80   N/A   -0.60    N/A    -1.05   N/A
Chatham      N/A   -0.75   -0.80   N/A    N/A    -0.95   -1.05   N/A
Brigden      N/A   -0.75   -0.80   N/A    N/A    -0.95   -1.05   N/A
Palmerston   N/A   -0.45   -0.84  -0.65   N/A    -0.64   -1.03  -0.90
Varna       -0.55  -0.65   -0.80   N/A   -0.55   -0.90   -1.00   N/A
Mitchell    -0.70  -0.85   -0.90   N/A   -0.65   -1.05   -1.10   N/A
Thornton     N/A    N/A     N/A   -1.09   N/A     N/A     N/A    N/A
North Gower  N/A    N/A     N/A   -0.87   N/A     N/A     N/A   -0.86

TERMINAL
Sarnia       N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A
Hamilton     N/A    N/A    -0.35   N/A    N/A     N/A    -0.80   N/A
Pt. Stanley  N/A    N/A     N/A    N/A    N/A     N/A     N/A    N/A

PROCESSORS
Toledo FM  N/A    N/A        0.02N/A        0.44N/A       -0.16N/A

Toledo El. 7.61US         7.63CA        7.77US          7.81CA

GFO Contract Wheat Prices - DEL Terminal
Harvest 13        Soft White(C)  Hard Red(C)    Soft Red(C)    Red Spring(M)
Basis                -0.41         -0.36           -0.87         -0.86
CAD $/bu              7.59          7.64            7.14          8.04
CAD $/tonne         278.82        280.66          262.20        295.52

(C)-Basis over the Chicago Board of Trade futures
(M)-Basis over the Minneapolis Grain Exchange

FEED GRAINS
Bayport Wheat             350.00 - 370.00
Bayport Oats              345.00
Bayport Barley            330.00
FOB Hm Soymeal            501.23 - 506.74
DDG's FOB Srn, Wndr, Aylm 280.00 - 290.00

Wednesday January 30, 2013			
Commodity	Period	Price  	Weekly Movement - Wednesday to Friday	 	 
 	 	 	 	 	 
Corn CBOT	Mar	7.4025	↑	19.25	cents
Soybeans CBOT	Mar	14.7900	↑	40.50	cents
Wheat CBOT	Mar	7.8700	↑	9.50	cents
Wheat Minn.	Mar	8.6900	↑	2.75	cents
Wheat Kansas	Mar	8.4075	↑	14.00	cents
 	 	 	 	 	 
Canadian $	Dec	0.9973	↑	64.00	points

US data suggest the US economy contracted by 0.1% in the fourth quarter of 2012, mainly due to a plunge in government defense spending and lower business inventories. This however doesn’t indicate an onset of a recession, but rather tightening in government budget spending. The TSX was mostly positive despite the US news, with the unveiling of the new BlackBerry product and higher energy and gold prices. Other financial markets were also optimistic ahead of the US federal policy release, with the euro rising to the highest level in over a year. The US Federal Reserve will likely adopt another round of quantitative easting, maintaining an $85 billion bond swapping budget. The Federal Reserve is also likely to keep interest rates near zero in the near future.
Corn
Corn futures strengthened in Chicago on recent dry weather news in South America boosting demand prospects for North American supplies. Corn prices are also finding support from dryness in the Corn Belt. Corn acreage in the US is expected to be around 99 million acres mark, however if enough rainfall is achieved, there is potential for a large corn crop which can put downward pressure on prices. US ethanol production data are at record lows, with rising inventories. US ethanol output fell by 22,000 bpd a day to 770,000 bpd the lowest since the Energy Information Administration began collecting data in 2010.
Soybeans
Soybean was higher on stories of continued dry weather in South America. Fields in parts of Argentina and Brazil are expecting less than half an inch of rain in the upcoming week, according to T-Storm Weather LLC. Heat is causing stress on the crop with temperatures reaching above 38C in those regions. In central Brazil on the other hand, rain will likely slow harvesting of mature crops in the coming week. According to AAFC, soybean acreage in Canada is estimated to be 4.794 million acres, with the majority being planted in Ontario. 
WHEAT
Wheat was up in Chicago finding support from oilseeds and the perpetuated fears of no rainfall in the upcoming week in the southern US Great Plains, putting local red winter wheat varieties under stress. Kansas, the biggest producer of winter wheat in the US rated 20% of the crop good or excellent as of Jan. 27, down from 24% on Dec. 30, according to the USDA. 
Contract prices for January 30, 2013 at 4pm, are as follows:
SWW at $269.74 per tonne ($7.34/bu), HRW at $277.11 per tonne ($7.54/bu.),
HRS at $287.06 per tonne ($7.81/bu.), and SRW at $264.22.35 per tonne ($7.19/bu.).


-- 
John Jordan
Editor, AgriLink and Farm Market News
University of Guelph, Ridgetown Campus
Tel. 519-674-1500 x 63577
Fax. 519-674-1530
E-mail: jjordan at uoguelph.ca
AgriLink website : www.ridgetownc.com/agrilink 
-------------- next part --------------
A non-text attachment was scrubbed...
Name: Wheatcom.docx
Type: application/vnd.openxmlformats-officedocument.wordprocessingml.document
Size: 333116 bytes
Desc: not available
URL: <http://lists.sentex.ca/pipermail/farmmarketnews/attachments/20130130/3fc7562e/attachment-0001.bin>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: Wheatcom.pdf
Type: application/pdf
Size: 312527 bytes
Desc: not available
URL: <http://lists.sentex.ca/pipermail/farmmarketnews/attachments/20130130/3fc7562e/attachment-0002.pdf>
-------------- next part --------------
An embedded and charset-unspecified text was scrubbed...
Name: Wheatcom.txt
URL: <http://lists.sentex.ca/pipermail/farmmarketnews/attachments/20130130/3fc7562e/attachment-0002.txt>
-------------- next part --------------
An embedded and charset-unspecified text was scrubbed...
Name: corn.txt
URL: <http://lists.sentex.ca/pipermail/farmmarketnews/attachments/20130130/3fc7562e/attachment-0003.txt>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: grain.pdf
Type: application/pdf
Size: 269265 bytes
Desc: not available
URL: <http://lists.sentex.ca/pipermail/farmmarketnews/attachments/20130130/3fc7562e/attachment-0003.pdf>


More information about the Farmmarketnews mailing list